Setup and Configuration
Discussion List
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need to add the related object custom fieldsSummary: need to add the related object custom fields on the parent object it order to include it as a search criteria Content (please ensure you mask any confidential i… -
How to trigger the ingestion job?Summary: I am trying to configure Service Request Similarity feature on demo environment: https://etaj-dev5-fa.aiapps.ocs.oraclecloud.com/crm-svc/ai-similarity For this …
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Goal error in outlook.Summary: Hi Expert, As manager we have added goal to the employee. please see the below error screenshot. Worklist is "All" notification mode. In bell icon it is coming …
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Deeplink for Check-insIs it possible for us to get the Dynamic Deeplink for the ESS check-ins page and MSS check-in page ESS —> Me —> Career and Performance —> Performance —> Check-ins MSS —>…
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How we can delete a goal plan from EmployeeContent Dear Experts - Is there a possibility to remove/delete a goal plan from an employee once it's assigned? Version 21A
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Development goals are editable on performance document pageSummary: Content (please ensure you mask any confidential information): We have enabled the development goals section in our performance document and when manager tries … -
create periodic performance evaluationHello, I want to know the steps ( in details please ) to create periodic evaluation ( every two months ) for a specific employees. Thanks -
How to create a service account in Docusign for signing the contracts?Summary: I want to create a service account in Docusign for signing the procurement contracts. Kindly suggest steps on the same. Content (please ensure you mask any conf…
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Participant cannot be added as the Manage Participant Feedback task status is not eligible HDL errorSummary: Content (please ensure you mask any confidential information): We've been trying to load a participant to the employee's participant feedback task via HDL. Howe…
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How to hide the development plan from career development pageSummary: Since we are using redwood theme, all the development and performance goals are visible in Goal center tab. We want to remove the Development plan from Developm…
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Remove add button from competency section in "Skills and Qualification"Summary: The requirement is to remove the add button in the competency section because we do not want an employee to add any competencies because these will flow from th…
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How can we send out Standard Alerts for Anytime DocumentsSummary: We are looking to send out notifications after an anytime document has been open for 7 days. The issue is that it seems that the Standard and Critical alert day…
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Anytime Performance Document creation allow only to HRSummary: Dear Experts, Client has a requirement that allow only HR to create Anytime Performance Document and Line manager and employee can do the evaluation. Kindly hel…Dileep Reddy Vattimi 31 views 3 comments 0 points Most recent by Dileep Reddy Vattimi Performance Management
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HOw to show the Edit Target Proficiency button without using a job Model Profile?Summary: We have created Competencies in the Talent Profile. Using this scenario: ask each employee to select their proficiency level target (drop down menu) and then ad…
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Why do we have two eligibility profiles in performance template?Summary: Content (please ensure you mask any confidential information): I wanted to confirm the use of two eligibility profiles within the performance template. One on t…
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French Appraisal Requirement - Anyone use the system for this?Summary French Appraisal Requirement - Anyone use the system for this?Content According to French regulations, there is a formal appraisal document that needs to be fill…
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what is the best practice for migrating configuration between data centers ?Hello, we have a requirement to migrate the fusion performance management configuration from an external cloud environment to another environment in a different data cen…
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Eligibility Profile for Perf doc that assigned to whoever has goal planContent Is there a way or fast formula that identify people whoever has performance goals and assign them performance document? Thank you!User_2025-02-08-10-09-54-910 17 views 3 comments 1 point Most recent by Techie Performance Management -
Service Request Attachment in GroovySummary: Read Service Request Attachment in Groovy and Encode to Base64 Content (please ensure you mask any confidential information): We have image attachment in Servic…
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How to restrict dropdown of performance documents by specific Legal EntitiesSummary: Hi Team, Currently, we have an issue where the drop down of the performance documents are not restricted by Legal Entity or Business Unit. Navigation: My Client…
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How to change the content of skill (Under skill and qualification) email notificationSummary: Hi All, We want to change the content of the standar email which is available for Skill and Qualification. We specifically want to change the content for the no…